JOHN AND HANNA HINDMARSH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND HANNA HINDMARSH FOUNDATION (EIN 72-1383033)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349101426
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T09:56:53-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561612071 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG BARRY & POSTON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 446 | AddressLine1Txt |
| City | Shelby | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721383033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN & HANNAH HINDMARSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROGER HINDMARSH | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7044732752 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14258 W VENTURA ST | AddressLine1Txt |
| City | SURPRISE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85379 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER HINDMARSH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7044732752 | PhoneNum |
| Signature | 2026-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP W POSTON CPA | PreparerPersonNm |
| PTIN | P00701675 | PTIN |
| Phone | 7044875111 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,005,576 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $52 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $52 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $16,419 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,419 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,419 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $178,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,673 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,144 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,144 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,471 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,070 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,070 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $11,245 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,245 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $11,245 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,248 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,455 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,455 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $30,186 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $30,186 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,770 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,770 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,186 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,749 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,770 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,770 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,186 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,395 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,374 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,701 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,218 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,179 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $392,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $397,580 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $960,376 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $45,065 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,044 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $36,021 | LandBOYAmt |
| Land EOY | $36,021 | LandEOYAmt |
| Land EOYFMV | $36,021 | LandEOYFMVAmt |
| Total Assets BOY | $439,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $442,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,005,576 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $439,385 | RetainedEarningBOYAmt |
| Retained Earning EOY | $442,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $439,385 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $442,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $439,385 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $442,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $439,385 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,395 | ExcessRevenueOverExpensesAmt |
| Subtotal | $442,780 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $442,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 124 SHS DEUTSSHE TELEKOM ADR | P | 2025-02-28 | 2025-11-04 | $3,797 | $4,489 | -$692 | -$692 |
| 122 SHS LONDON STOCK EXCHANGE GROUP | P | 2025-05-19 | 2025-11-04 | $3,855 | $4,771 | -$916 | -$916 |
| 169 SHS PFIZER INC | P | 2025-01-30 | 2025-04-09 | $3,694 | $4,544 | -$850 | -$850 |
| 496 SHS SONY FINANCIAL GROUP | P | 2025-10-06 | 2025-10-30 | $236 | $266 | -$30 | -$30 |
| 8 SHS UNITEDHEALTH GROUP INC | P | 2025-01-30 | 2025-11-04 | $2,651 | $4,364 | -$1,713 | -$1,713 |
| 57 SHS WYNN RESORTS LTD | P | 2024-08-30 | 2025-01-29 | $4,806 | $4,376 | $430 | $430 |
| 9 SHS ADOBE INC COM | P | 2025-02-19 | 2025-09-24 | $3,162 | $3,376 | -$214 | -$214 |
| 102 SHS ADVANCED MIRCO DEVICES | P | 2022-11-03 | 2025-02-28 | $10,189 | $6,180 | $4,009 | $4,009 |
| 29 SHS AMAZON COM INC | P | 2011-02-08 | 2025-09-24 | $5,689 | $261 | $5,428 | $5,428 |
| 21 SHS AMERICAN TOWER CORP NEW | P | 2023-08-23 | 2025-09-24 | $4,063 | $3,734 | $329 | $329 |
| 18 SHS APPLE INC | P | 2014-01-08 | 2025-03-17 | $3,840 | $350 | $3,490 | $3,490 |
| 66 SHS APPLIED MATERIALS INC | P | 2020-03-11 | 2025-02-28 | $10,382 | $5,054 | $5,328 | $5,328 |
| 5 SHS BLACKROCK INC COM | P | 2022-08-10 | 2025-09-24 | $5,643 | $3,613 | $2,030 | $2,030 |
| 1 SHS BOOKING HOLDING INC COM | P | 2023-03-03 | 2025-01-28 | $4,680 | $2,628 | $2,052 | $2,052 |
| 21 SHS BROADCOM INC | P | 2023-04-19 | 2025-03-17 | $4,074 | $1,332 | $2,742 | $2,742 |
| 70 SHS COCA-COLA CO | P | 2023-10-23 | 2025-11-04 | $4,793 | $3,815 | $978 | $978 |
| 70 SHS DEUTSCHE POST ADR | P | 2022-08-05 | 2025-11-04 | $3,146 | $3,006 | $140 | $140 |
| 7 SHS INTUIT INC | P | 2023-10-17 | 2025-11-04 | $4,597 | $3,795 | $802 | $802 |
| 8 SHS INTUITIVE SURGICAL INC | P | 2020-02-20 | 2025-03-17 | $3,893 | $1,637 | $2,256 | $2,256 |
| 14 SHS JP MORGAN CHASE & CO | P | 2013-02-25 | 2025-05-19 | $3,715 | $681 | $3,034 | $3,034 |
| 154 SHS MAGNUM ICE CREAM | P | 2024-01-26 | 2025-12-19 | $245 | $192 | $53 | $53 |
| 33 SHS MEDTRONIC PLC | P | 2023-10-30 | 2025-03-17 | $3,069 | $2,298 | $771 | $771 |
| 32 SHS MIRCOSOFT CORP | P | 2013-06-04 | 2025-05-19 | $14,643 | $1,196 | $13,447 | $13,447 |
| 8 SHS NETFLIX INC | P | 2020-02-19 | 2025-03-17 | $7,639 | $3,697 | $3,942 | $3,942 |
| 51 SHS NIKE INC CLASS B | P | 2020-02-14 | 2025-03-17 | $3,727 | $4,453 | -$726 | -$726 |
| 123 SHS OMRON ADR | P | 2024-09-03 | 2025-11-04 | $3,526 | $5,040 | -$1,514 | -$1,514 |
| 47 SHS ORACLE CORP | P | 2009-09-01 | 2025-05-19 | $7,520 | $1,031 | $6,489 | $6,489 |
| 44 SHS PROCTER AND GAMBLE | P | 2023-06-28 | 2025-03-17 | $7,462 | $6,603 | $859 | $859 |
| 36 SHS QUALCOMM INC | P | 2022-10-26 | 2025-04-09 | $4,929 | $4,285 | $644 | $644 |
| 49 SHS SALESFORCE INC COM | P | 2023-10-17 | 2025-05-19 | $14,297 | $10,309 | $3,988 | $3,988 |
| 60 SHS STARBUCKS CORP COM | P | 2022-09-06 | 2025-11-04 | $4,734 | $5,041 | -$307 | -$307 |
| 44 SHS TAIWAN SEMICONDUCTORS | P | 2017-04-25 | 2025-02-28 | $7,913 | $1,452 | $6,461 | $6,461 |
| 0444 SHS UNLIEVER PLC SPONSORED | P | 2024-01-26 | 2025-12-09 | $28 | $23 | $5 | $5 |
| 12 SHS UNITEDHEALTH GROUP INC | P | 2023-06-27 | 2025-11-04 | $3,977 | $5,782 | -$1,805 | -$1,805 |
| 39 SHS WALMART INC | P | 2022-08-09 | 2025-03-17 | $3,403 | $1,670 | $1,733 | $1,733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,673 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,771 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $909 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $909 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $909 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,086 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,086 | TotalPaymentsAndCreditsAmt |
| Overpayment | $177 | OverpaymentAmt |
| Applied To ES Tax | $177 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | ROGER HINDMARSH | IndividualWithBooksNm |
| Phone | 7044732752 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14258 W VENTURA ST | AddressLine1Txt |
| City | SURPRISE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85379 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROGER HINDMARSH | ||||||||
| 14258 W VENTURA ST | SURPRISE | AZ | 85379 | PRESIDENT AND TREASURER | 6.00 | $0 | $0 | $0 |
| SUSAN SCHAUER | ||||||||
| 3618 STATE ROAD | VERMILION | OH | 44089 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY HINDMARSH | ||||||||
| PO BOX 384 | HASTINGS | PA | 16646 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SAMUEL HINDMARSH | ||||||||
| 101 MILL COVE LN | PONTE VEDRA BEACH | FL | 32082 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CATHERINE MALIOROWSKI | ||||||||
| 14258 W VENTURA ST | SURPRISE | AZ | 85379 | ASST TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $901,048 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,021 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $943,917 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $943,917 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,159 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $929,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $909 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $909 | TotalTaxAmt |
| Distributable Before Adj | $45,579 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,579 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,579 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,186 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $61,186 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,579 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $240 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $333 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,175 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,269 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $363 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,380 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,186 | QualifyingDistributionsAmt |
| Applied To Current Year | $45,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,607 | RemainingDistriFromCorpusAmt |
| Total Corpus | $50,987 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $240 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,747 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $333 | ExcessFromYear4Amt |
| Excess From Year3 | $21,175 | ExcessFromYear3Amt |
| Excess From Year2 | $13,269 | ExcessFromYear2Amt |
| Excess From Year1 | $363 | ExcessFromYear1Amt |
| Excess From Current Year | $15,607 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PHONEIX CHILDRENS HOSPITAL FOUNDATI | ||||||
| 2929 E CAMELBACK RD STE 122 | PHOENIX | AZ | 85016 | PC | OPERATIONAL SUPPORT | $4,000 |
| HASTINGS PUBLIC LIBRARY | ||||||
| 312 BEAVER ST | HASTINGS | PA | 16646 | PC | FACILITY IMPROVEMENTS | $1,000 |
| SALAVATION ARMY | ||||||
| 1001 PHILADEPHIA AVE | NORTHERN CAMBRIA | PA | 15714 | PC | COMMUNITY NEED | $400 |
| ST VINCENT SEMINARY | ||||||
| 300 FRASER PURCHASE RD | LATROBE | PA | 15650 | PC | EDUCATION | $400 |
| ST BERNARD CATHOLIC CHURCH | ||||||
| 147 7TH AVE STE 2 | HASTINGS | PA | 16646 | PC | OPERATIONS COMMUNITY NEED | $2,800 |
| CARELITE NUNS | ||||||
| 2101 MANOR DR | LORETTO | PA | 15940 | PC | IMPROVEMENTS | $1,000 |
| VERMILION | ||||||
| TOWNSHIP FIREFIGHTERS | VERMILION | OH | 44089 | PC | ASSITANCE W EQUIPMENT REQUIREMENTS | $2,500 |
| RITTAN PUBLIC LIBRARY FOUNDATION | ||||||
| 5680 LIBRARY AVE | VERMILION | OH | 44089 | PC | EQUIPMENT UPGRADE | $2,500 |
| HISTORIC VERMILLON INC | ||||||
| 685 MAIN ST | VERMILION | OH | 44089 | PC | OPERATIONS | $1,000 |
| ST MARYS FOOD BANK | ||||||
| 2831 N 31TH AVE | PHOENIX | AZ | 85009 | PC | OPERATIONS | $4,000 |
| WOUNDED WARRIORS | ||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | PC | OPERATIONS | $2,000 |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | PC | OPERATIONS | $1,000 |
| GUIDE DOGS FOR THE BLIND | ||||||
| 2613 APACHE ST | LEAGUE CITY | TX | 77573 | PC | OPERATIONS | $1,000 |
| CHINO VALLEY EDUCATION FOUNDATION | ||||||
| 650 E CENTER ST | CHINO VALLEY | AZ | 86323 | PC | HELP HOMELESS CHILDREN | $4,000 |
| OBE PTO | ||||||
| 355 LANDRUM LN | PONTE VEDRA BEACH | FL | 32082 | PC | OPERATIONS | $1,000 |
| QUEEN OF PEACE CATHOLIC CHURCH | ||||||
| 907 6TH AVE | PATTON | PA | 16668 | PC | OPERATIONS | $400 |
| COLEL CHABAD | ||||||
| 806 EASTERN PKWY | BROOKLYN | NY | 11213 | PC | HELP FAMILIES OF FALLENINJURED SOLDIERS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,673 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $79,145 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,145 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,070 | Amt |
| Net Investment Income | $1,070 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,070 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $397,580 | EOYBookValueAmt |
| EOYFMV | $960,376 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $440 | $0 | $0 | $440 |
| DIRECTOR EXPENSES | $1,500 | $0 | $0 | $1,500 |
| TRAVEL | $23,761 | $0 | $0 | $23,761 |
| INSURANCE | $4,485 | $0 | $0 | $4,485 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $11,245 | Amt |
| Net Investment Income | $11,245 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,245 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $1,455 | $1,455 | $1,455 | $0 |
| FEDERAL TAXES | $793 | $0 | $0 | $0 |
Comments